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Nestlerode & Co., Inc. (State College)


Nestlerode & Co., Inc. is an adviser based in State College. It manages $69.6 million of regulatory assets for 397 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Pennsylvania.

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Nestlerode & Co. provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and publication of newsletters. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Nestlerode & Co.: assets under management

The assets under management (AUM) of Nestlerode & Co., Inc. is $69.6 million. The firm's AUM has grown by 178% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $68.65 million in discretionary accounts and $951.63 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $174.24 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $317.21 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Nestlerode & Co., Inc. for their services and products based on a percentage of assets under management, hourly charges, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in State College

The principal office where Nestlerode & Co., Inc. performs its advisory services is located at 430 West Irvin Avenue, State College, PA 16801 The mailing address of the firm is P.O. Box 343, State College, PA 16804 0343. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 814-238-6249 or by fax 814-238-1399. The normal business hours are 9 am to 5 pm on Monday - Friday. You can find more information about the New York firm at www.nestlerode.com.


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